Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,093 | $45,566-73.5% | $64,105-81.1% | $59,633-79.7% |
| Participation rate | 63.2% | 60.2%+3.0pp | 68.2%-5.0pp | 68.7%-5.5pp |
| Annual return | 0.18% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $889 | $934-4.8% | $1,820-51.2% | $2,203-59.6% |
| Participant deferral / active EE | $2,199 | $2,057+6.9% | $2,822-22.1% | $3,192-31.1% |
| Admin fee / account holder | $2,089 | $3,268-36.1% | $4,499-53.6% | $4,297-51.4% |